Seizert Capital Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Seizert Capital Partners, LLC reported 172 stock positions worth $2.3 billion. Its top holding was JPMorgan Chase (JPM) at 3.6% of the portfolio, followed by Goldman Sachs (GS, 3.2%) and Wells Fargo (WFC, 3.0%). Compared with Q1 2025, it opened 24 new positions, sold out of 8, added to 70 and reduced 68. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale an exit from Liberty Broadband-A (LBRDA).

Most Recent 13F
Q2 2026
Location
BIRMINGHAM, MI
CIK
0001134283
Portfolio Value
$2.3B (Q2 2025)
SEC Filing
0001420506-25-001820 ↗ filed Aug 11, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.2B Q1 2024 Q2 2024: $2.0B Q2 2024 Q3 2024: $2.2B Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $2.2B Q1 2025 Q2 2025: $2.3B $2.3B Q2 2025 Q3 2025: $2.3B Q3 2025 Q4 2025: $2.4B Q4 2025 Q1 2026: $2.2B Q1 2026 Q2 2026: $2.4B Q2 2026

Holdings 172 stocks · $2.3B
JPM JPMorgan Chase & Co. 3.56% 279,089 $80.9M Add +0.3%
GS Goldman Sachs Group Inc. 3.17% 101,740 $72.0M Add +0.1%
WFC Wells Fargo & Co. 2.98% 845,382 $67.7M Add +0.7%
PYPL PayPal Holdings Inc. 2.72% 833,784 $62.0M Add +22.5%
QCOM Qualcomm Inc. 2.56% 366,137 $58.3M Add +13.5%
AYI Acuity Inc. 2.56% 194,882 $58.1M Reduce -30.4%
ALSN Allison Transmission Holding 2.55% 610,495 $58.0M Add +0.7%
LKQ LKQ Corp. 2.47% 1,515,899 $56.1M Add +0.8%
NTAP Netapp Inc. 2.44% 521,479 $55.6M Add +16.8%
BRK.B Berkshire Hathaway Inc. Class B 2.40% 112,272 $54.5M Reduce -22.3%
MTCH Match Group Inc. 2.40% 1,765,316 $54.5M Add +15.5%
DBX Dropbox Inc. Class A 2.39% 1,905,053 $54.5M Add +1.4%
GOOGL Alphabet Inc. Class A 2.29% 295,480 $52.1M Add +199.2%
ELV Elevance Health Inc. 2.29% 133,853 $52.1M Add +0.1%
CI The Cigna Group 2.19% 150,491 $49.7M Reduce -0.3%
SYY Sysco Corp. 2.11% 634,710 $48.1M Add +16.0%
CSCO Cisco Systems Inc. 2.08% 681,972 $47.3M Reduce -40.7%
SIRI Sirius XM Holdings Inc. 2.06% 2,041,860 $46.9M Reduce -10.5%
DOX Amdocs Ltd. 2.04% 508,191 $46.4M Reduce -5.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.01% 964,530 $45.6M Add +0.9%
AMGN Amgen Inc. 2.00% 162,936 $45.5M Reduce -6.8%
REGN Regeneron Pharmaceuticals 1.98% 85,980 $45.1M Add +4.0%
WMT Walmart Inc. 1.97% 458,652 $44.8M Reduce -0.1%
WCC Wesco International Inc. 1.97% 241,767 $44.8M Reduce -17.9%
EXPE Expedia Group Inc. 1.86% 250,515 $42.3M Add +10.4%
UNH Unitedhealth Group Inc. 1.85% 134,901 $42.1M New
COF Capital One Financial Corp. 1.77% 189,598 $40.3M Add +0.9%
PRGS Progress Software Corp. 1.74% 619,325 $39.5M Add +0.3%
ACI Albertsons Cos Inc. Class A 1.72% 1,823,604 $39.2M Reduce -15.8%
MAS Masco Corp. 1.69% 598,987 $38.6M Add +0.9%
JNJ Johnson & Johnson 1.64% 243,714 $37.2M Reduce -0.6%
UTHR United Therapeutics Corp. 1.59% 125,541 $36.1M Add +2.9%
BLDR Builders Firstsource Inc. 1.54% 300,990 $35.1M Add +0.9%
BMY Bristol-Myers Squibb Co. 1.45% 712,788 $33.0M Add +1.3%
CCK Crown Holdings Inc. 1.39% 306,015 $31.5M New
SSNC Ss&c Technologies Holdings 1.38% 380,446 $31.5M New
RHI Robert Half Inc. 0.95% 527,223 $21.6M Reduce -12.9%
LDOS Leidos Holdings Inc. 0.84% 121,618 $19.2M Reduce -0.9%
CHKP Check Point Software Tech 0.80% 82,318 $18.2M Reduce -18.8%
META Meta Platforms Inc. Class A 0.76% 23,423 $17.3M Add +1.4%
EXEL Exelixis Inc. 0.67% 347,089 $15.3M Reduce -8.1%
MSFT Microsoft Corp. 0.63% 28,998 $14.4M Reduce -3.0%
BRC Brady Corporation Class A 0.62% 208,461 $14.2M Add +194.8%
FFIV F5 Inc. 0.60% 46,204 $13.6M Reduce -2.5%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.53% 125,449 $12.1M Reduce -7.5%
GHC Graham Holdings Co. Class B 0.51% 12,279 $11.6M Reduce -0.1%
LRCX Lam Research Corp. 0.51% 118,191 $11.5M Add +23.3%
EME Emcor Group Inc. 0.50% 21,186 $11.3M Add +1.6%
CVS CVS Health Corp. 0.47% 154,160 $10.6M Reduce -73.6%
MKL Markel Group Inc. 0.46% 5,236 $10.5M Reduce -8.8%
ADSK Autodesk Inc. 0.43% 31,250 $9.7M Reduce -4.1%
DCI Donaldson Co. Inc. 0.41% 136,021 $9.4M Add +133.1%
FOXA Fox Corp. Class A 0.40% 163,385 $9.2M Add +1.9%
BIIB Biogen Inc. 0.37% 66,245 $8.3M Add +31.3%
AAPL Apple Inc. 0.33% 37,080 $7.6M Reduce -3.9%
BKNG Booking Holdings Inc. 0.33% 1,282 $7.4M Reduce -35.6%
AXP American Express Co. 0.33% 23,248 $7.4M Reduce -3.9%
AIT Applied Industrial Tech Inc. 0.32% 31,482 $7.3M Reduce -41.4%
AOS Smith (a.o.) Corp. 0.32% 110,900 $7.3M Reduce -4.1%
ZBRA Zebra Technologies Corp. Class A 0.28% 20,682 $6.4M Reduce -3.9%
CART Maplebear Inc. 0.28% 139,872 $6.3M New
ITRN Ituran Location and Control 0.27% 161,105 $6.2M Add +2.3%
STRL Sterling Infrastructure Inc. 0.26% 25,631 $5.9M Reduce -35.0%
ADBE Adobe Inc. 0.25% 14,988 $5.8M New
LEN.B Lennar Corp. Class B 0.25% 54,317 $5.7M Reduce -6.1%
GIL Gildan Activewear Inc. 0.25% 114,546 $5.6M Add +2.3%
SPNS Sapiens International Corp. 0.25% 192,815 $5.6M Add +2.3%
ALNT Allient Inc. 0.25% 154,112 $5.6M Add +2.3%
SAIC Science Applications Inte 0.24% 49,455 $5.6M Add +2.3%
GTX Garrett Motion Inc. 0.24% 516,376 $5.4M Reduce -19.6%
GILD Gilead Sciences Inc. 0.23% 47,259 $5.2M No change
ACIW Aci Worldwide Inc. 0.23% 113,725 $5.2M Add +2.3%
NOMD Nomad Foods Ltd. 0.23% 307,161 $5.2M Add +2.3%
CWCO Consolidated Water Co.-Ord SH 0.20% 153,975 $4.6M Add +2.3%
ALRM Alarm.com Holdings Inc. 0.20% 81,425 $4.6M Add +2.3%
PBH Prestige Consumer Healthcare 0.20% 57,396 $4.6M Add +2.3%
MLI Mueller Industries Inc. 0.20% 57,090 $4.5M Add +0.1%
CAT Caterpillar Inc. 0.20% 11,678 $4.5M Add +2.4%
VNT Vontier Corp. 0.20% 122,658 $4.5M Add +2.3%
ESNT Essent Group Ltd. 0.20% 73,881 $4.5M Add +2.3%
SNA Snap-on Inc. 0.20% 14,384 $4.5M Add +0.1%
SOLV Solventum Corp. 0.20% 58,621 $4.4M Add +0.1%
INCY Incyte Corp. 0.19% 64,670 $4.4M Add +27.9%
CTSH Cognizant Tech Solutions-A 0.19% 55,944 $4.4M Add +0.1%
CRD.A Crawford & Company Class A 0.19% 410,370 $4.3M Reduce -21.9%
CNC Centene Corp. 0.18% 76,301 $4.1M Add +0.1%
ZION Zions Bancorp NA 0.18% 78,997 $4.1M Reduce -1.2%
UFPI Ufp Industries Inc. 0.18% 40,235 $4.0M Add +2.3%
SYF Synchrony Financial 0.17% 58,167 $3.9M New
GTES Gates Industrial Corp. UK Ltd. 0.17% 168,465 $3.9M Add +2.3%
VCTR Victory Capital Holding - A 0.17% 60,741 $3.9M Add +2.3%
ENR Energizer Holdings Inc. 0.16% 181,211 $3.7M Add +2.3%
AMAL Amalgamated Financial Corp. 0.16% 114,825 $3.6M Add +2.3%
NATL NCR Atleos Corp. 0.16% 123,668 $3.5M Add +63.0%
VIRT Virtu Financial Inc. Class A 0.15% 76,939 $3.4M Reduce -29.1%
ICFI Icf International Inc. 0.15% 40,528 $3.4M Add +2.3%
PLUS Eplus Inc. 0.15% 46,845 $3.4M Add +2.3%
CSGS CSG Systems Intl Inc. 0.14% 50,116 $3.3M Add +51.1%
VMI Valmont Industries 0.14% 9,864 $3.2M Add +62.5%
PFE Pfizer Inc. 0.13% 122,232 $3.0M No change
CRTO Criteo SA-Spon 0.13% 123,657 $3.0M Add +2.3%
WLY Wiley (john) & Sons Class A 0.13% 64,622 $2.9M Add +2.3%
IMXI International Money Express 0.12% 277,116 $2.8M Add +1.8%
EOG EOG Resources Inc. 0.12% 22,673 $2.7M No change
EA Electronic Arts Inc. 0.12% 16,385 $2.6M Reduce -42.0%
FHI Federated Hermes Inc. 0.11% 56,065 $2.5M New
CSV Carriage Services Inc. 0.11% 53,514 $2.4M New
ZD Ziff Davis Inc. 0.11% 79,590 $2.4M Add +2.3%
MAT Mattel Inc. 0.11% 122,063 $2.4M New
ROCK Gibraltar Industries Inc. 0.10% 39,408 $2.3M Add +2.3%
EEFT Euronet Worldwide Inc. 0.10% 21,780 $2.2M New
ESAB Esab Corp. 0.09% 17,037 $2.1M Add +2.3%
OPCH Option Care Health Inc. 0.08% 58,468 $1.9M New
ICSH iShares Ultra Short Duration 0.08% 36,356 $1.8M No change
AXS Axis Capital Holdings Ltd. 0.08% 17,157 $1.8M New
AVT Avnet Inc. 0.08% 32,568 $1.7M New
QLYS Qualys Inc. 0.07% 11,929 $1.7M New
PRDO Perdoceo Education Corp. 0.07% 47,479 $1.6M Reduce -70.7%
BCO The Brink's Co. 0.07% 16,747 $1.5M Add +2.3%
KOP Koppers Holdings Inc. 0.05% 37,012 $1.2M New
FWONK Liberty Media Corp. Class C 0.05% 9,949 $1.0M Reduce -9.7%
OSPN Onespan Inc. 0.04% 61,123 $1.0M New
MTG Mgic Investment Corp. 0.04% 34,766 $968K New
HTB Hometrust Bancshares Inc. 0.04% 25,825 $966K New
SMPL The Simply Good Foods Co. 0.04% 28,670 $906K New
CMI Cummins Inc. 0.04% 2,580 $845K Reduce -89.1%
COST Costco Wholesale Corp. 0.03% 763 $755K No change
AZO AutoZone Inc. 0.03% 188 $698K Reduce -91.6%
EPC Edgewell Personal Care Co. 0.03% 29,497 $691K New
III Information Services Group 0.02% 99,094 $476K Reduce -2.4%
BSV Vanguard Short-Term Bond ETF 0.02% 5,831 $459K Add +0.9%
VGSH Vanguard Short-Term Treasury 0.02% 7,806 $459K No change
VCSH Vanguard S/T Corp. Bond ETF 0.02% 5,658 $450K Add +1.1%
DGII Digi International Inc. 0.02% 12,674 $442K Reduce -2.4%
TCBX Third Coast Bancshares Inc. 0.02% 13,369 $437K Reduce -2.4%
NATH Nathan's Famous Inc. 0.02% 3,902 $431K Reduce -13.1%
LBRDK Liberty Broadband-C 0.02% 4,162 $409K Reduce -19.1%
EBF Ennis Inc. 0.02% 22,559 $409K Reduce -1.9%
ACEL Accel Entertainment Inc. 0.02% 32,989 $388K Reduce -2.4%
OVLY Oak Valley Bancorp filed as OAK VY BANCORP OAKDALE CALIF 0.02% 14,191 $387K Reduce -2.4%
EGAN Egain Corp. 0.02% 57,919 $362K Reduce -2.4%
CRAI Cra International Inc. 0.01% 1,818 $341K Reduce -2.4%
RLGT Radiant Logistics Inc. 0.01% 55,352 $337K Reduce -2.4%
KRT Karat Packaging Inc. 0.01% 11,755 $331K Add +16.6%
NRC NRC Health filed as NATIONAL RESH CORP 0.01% 19,416 $326K Reduce -2.4%
ATEN A10 Networks Inc. 0.01% 16,780 $325K Reduce -2.4%
UTMD Utah Medical Products Inc. 0.01% 5,436 $309K Reduce -2.4%
HDSN Hudson Technologies Inc. 0.01% 38,023 $309K Reduce -2.4%
WINA Winmark Corp. 0.01% 813 $307K Reduce -2.4%
HSTM Healthstream Inc. 0.01% 10,891 $301K Reduce -2.4%
TGT Target Corp. 0.01% 3,024 $298K Reduce -93.6%
HCKT The Hackett Group Inc. 0.01% 11,732 $298K Reduce -2.4%
MRK Merck & Co. Inc. 0.01% 3,720 $294K No change
ADP Automatic Data Processing 0.01% 941 $290K No change
AHCO Adapthealth Corp. 0.01% 30,087 $284K Reduce -2.4%
WNEB Western New England Bancorp 0.01% 29,620 $273K Reduce -25.2%
PKBK Parke Bancorp Inc. 0.01% 13,363 $272K Reduce -2.4%
SCSC Scansource Inc. 0.01% 6,441 $269K Reduce -2.4%
AVAH Aveanna Healthcare Holdings 0.01% 50,642 $265K Add +39.1%
VRTS Virtus Investment Partners 0.01% 1,432 $260K Reduce -2.4%
TPB Turning Point Brands Inc. 0.01% 3,293 $250K Reduce -57.7%
MCK McKesson Corp. 0.01% 331 $243K No change
PG The Procter & Gamble Co. 0.01% 1,500 $239K No change
TSBK Timberland Bancorp Inc. 0.01% 7,415 $231K New
DOLE Dole PLC 0.01% 16,268 $228K Reduce -23.2%
ADEA Adeia Inc. 0.01% 15,661 $221K Reduce -2.4%
ORCL Oracle Corp. 0.01% 1,000 $219K New
GTY Getty Realty Corp. 0.01% 7,851 $217K Reduce -27.3%
BVS Bioventus Inc. Class A 0.01% 24,758 $164K Add +66.3%
TCMD Tactile Systems Technology I 0.01% 15,993 $162K Reduce -2.4%
HLIT Harmonic Inc. 0.01% 14,543 $138K New
JBI Janus International Group Inc. 0.01% 15,490 $126K New

Portfolio Sells Q1 2025 → Q2 2025
LBRDA Liberty Broadband-A Sold out 0.00% −1.85
CVS CVS Health Corp. Reduce -73.6% 0.47% −1.35
CSCO Cisco Systems Inc. Reduce -40.7% 2.08% −1.18
BRK.B Berkshire Hathaway Inc. Class B Reduce -22.3% 2.40% −1.13
AYI Acuity Inc. Reduce -30.4% 2.56% −0.83
RHI Robert Half Inc. Reduce -12.9% 0.95% −0.56
AMGN Amgen Inc. Reduce -6.8% 2.00% −0.50
ACI Albertsons Cos Inc. Class A Reduce -15.8% 1.72% −0.46
AZO AutoZone Inc. Reduce -91.6% 0.03% −0.36
CMI Cummins Inc. Reduce -89.1% 0.04% −0.30
SIRI Sirius XM Holdings Inc. Reduce -10.5% 2.06% −0.30
CHKP Check Point Software Tech Reduce -18.8% 0.80% −0.26
AIT Applied Industrial Tech Inc. Reduce -41.4% 0.32% −0.23
JNJ Johnson & Johnson Reduce -0.6% 1.64% −0.23
DOX Amdocs Ltd. Reduce -5.5% 2.04% −0.22
TGT Target Corp. Reduce -93.6% 0.01% −0.21
GDDY GoDaddy Inc. Class A Sold out 0.00% −0.19
LIVN Livanova PLC Sold out 0.00% −0.18
WCC Wesco International Inc. Reduce -17.9% 1.97% −0.13
PRDO Perdoceo Education Corp. Reduce -70.7% 0.07% −0.12
NMIH Nmi Holdings Inc. Sold out 0.00% −0.10
BKNG Booking Holdings Inc. Reduce -35.6% 0.33% −0.09
CI The Cigna Group Reduce -0.3% 2.19% −0.09
CBNK Capital Bancorp Inc. Sold out 0.00% −0.08
CRD.A Crawford & Company Class A Reduce -21.9% 0.19% −0.08
EA Electronic Arts Inc. Reduce -42.0% 0.12% −0.07
AAPL Apple Inc. Reduce -3.9% 0.33% −0.06
TROW T Rowe Price Group Inc. Reduce -7.5% 0.53% −0.04
VIRT Virtu Financial Inc. Class A Reduce -29.1% 0.15% −0.04
LEN.B Lennar Corp. Class B Reduce -6.1% 0.25% −0.04
MKL Markel Group Inc. Reduce -8.8% 0.46% −0.03
GHC Graham Holdings Co. Class B Reduce -0.1% 0.51% −0.03
AOS Smith (a.o.) Corp. Reduce -4.1% 0.32% −0.03
REVG Rev Group Inc. Sold out 0.00% −0.02
TPB Turning Point Brands Inc. Reduce -57.7% 0.01% −0.01
PCB PCB Bancorp Sold out 0.00% −0.01
GTX Garrett Motion Inc. Reduce -19.6% 0.24% −0.01
ACCO Acco Brands Corp. Sold out 0.00% −0.01
GTY Getty Realty Corp. Reduce -27.3% 0.01% −0.01
WNEB Western New England Bancorp Reduce -25.2% 0.01% −0.00
DOLE Dole PLC Reduce -23.2% 0.01% −0.00
EBF Ennis Inc. Reduce -1.9% 0.02% −0.00
HSTM Healthstream Inc. Reduce -2.4% 0.01% −0.00
HCKT The Hackett Group Inc. Reduce -2.4% 0.01% −0.00
AHCO Adapthealth Corp. Reduce -2.4% 0.01% −0.00
TCMD Tactile Systems Technology I Reduce -2.4% 0.01% −0.00
ZION Zions Bancorp NA Reduce -1.2% 0.18% −0.00
LBRDK Liberty Broadband-C Reduce -19.1% 0.02% −0.00
TCBX Third Coast Bancshares Inc. Reduce -2.4% 0.02% −0.00
RLGT Radiant Logistics Inc. Reduce -2.4% 0.01% −0.00

Portfolio Buys Q1 2025 → Q2 2025
UNH Unitedhealth Group Inc. New 1.85% +1.85
GOOGL Alphabet Inc. Class A Add +199.2% 2.29% +1.59
CCK Crown Holdings Inc. New 1.39% +1.39
SSNC Ss&c Technologies Holdings New 1.38% +1.38
PYPL PayPal Holdings Inc. Add +22.5% 2.72% +0.69
NTAP Netapp Inc. Add +16.8% 2.44% +0.64
GS Goldman Sachs Group Inc. Add +0.1% 3.17% +0.62
JPM JPMorgan Chase & Co. Add +0.3% 3.56% +0.43
BRC Brady Corporation Class A Add +194.8% 0.62% +0.39
QCOM Qualcomm Inc. Add +13.5% 2.56% +0.29
PRGS Progress Software Corp. Add +0.3% 1.74% +0.28
CART Maplebear Inc. New 0.28% +0.28
ADBE Adobe Inc. New 0.25% +0.25
DCI Donaldson Co. Inc. Add +133.1% 0.41% +0.24
SYY Sysco Corp. Add +16.0% 2.11% +0.23
COF Capital One Financial Corp. Add +0.9% 1.77% +0.23
WFC Wells Fargo & Co. Add +0.7% 2.98% +0.21
MTCH Match Group Inc. Add +15.5% 2.40% +0.21
LRCX Lam Research Corp. Add +23.3% 0.51% +0.19
BAC Bank of America Corp. Add +0.9% 2.01% +0.18
SYF Synchrony Financial New 0.17% +0.17
META Meta Platforms Inc. Class A Add +1.4% 0.76% +0.15
EME Emcor Group Inc. Add +1.6% 0.50% +0.14
FHI Federated Hermes Inc. New 0.11% +0.11
EXPE Expedia Group Inc. Add +10.4% 1.86% +0.11
CSV Carriage Services Inc. New 0.11% +0.11
MAT Mattel Inc. New 0.11% +0.11
EEFT Euronet Worldwide Inc. New 0.10% +0.10
ALNT Allient Inc. Add +2.3% 0.25% +0.09
DBX Dropbox Inc. Class A Add +1.4% 2.39% +0.09
OPCH Option Care Health Inc. New 0.08% +0.08
AXS Axis Capital Holdings Ltd. New 0.08% +0.08
AVT Avnet Inc. New 0.08% +0.08
QLYS Qualys Inc. New 0.07% +0.07
NATL NCR Atleos Corp. Add +63.0% 0.16% +0.06
VMI Valmont Industries Add +62.5% 0.14% +0.06
INCY Incyte Corp. Add +27.9% 0.19% +0.05
KOP Koppers Holdings Inc. New 0.05% +0.05
CSGS CSG Systems Intl Inc. Add +51.1% 0.14% +0.05
BIIB Biogen Inc. Add +31.3% 0.37% +0.05
OSPN Onespan Inc. New 0.04% +0.04
HTB Hometrust Bancshares Inc. New 0.04% +0.04
MTG Mgic Investment Corp. New 0.04% +0.04
SMPL The Simply Good Foods Co. New 0.04% +0.04
CWCO Consolidated Water Co.-Ord SH Add +2.3% 0.20% +0.03
GTES Gates Industrial Corp. UK Ltd. Add +2.3% 0.17% +0.03
EPC Edgewell Personal Care Co. New 0.03% +0.03
CAT Caterpillar Inc. Add +2.4% 0.20% +0.03
GIL Gildan Activewear Inc. Add +2.3% 0.25% +0.02
PLUS Eplus Inc. Add +2.3% 0.15% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$2.4BMTCH, NTAP, JPM, CSCO, QCOM
Q1 2026 170$2.2BREGN, JPM, MTCH, LKQ, UTHR
Q4 2025 178$2.4BGS, WFC, QCOM, JPM, GOOGL
Q3 2025 170$2.3BGS, GOOGL, QCOM, JPM, WFC
Q2 2025 172$2.3BJPM, GS, WFC, PYPL, QCOM
Q1 2025 156$2.2BBRK.B, AYI, CSCO, JPM, LKQ
Q4 2024 160$2.2BAYI, GS, ALSN, JPM, CSCO
Q3 2024 165$2.2BAYI, ALSN, BRK.B, AMGN, JPM
Q2 2024 171$2.0BJPM, AYI, BRK.B, GS, AMGN
Q1 2024 176$2.2BALSN, AYI, JPM, BRK.B, GS